Should I Upgrade? | What You Need To Know About NAV 2017

With a huge focus on user experience, the pages within the newest version of Microsoft Dynamics NAV have been simplified. While simplicity is a very beneficial software element, It’s unlikely to be the deciding factor in your decision to upgrade. NAV 2017 has undoubtedly offered a number of a number of new features and improvements. If you’re an existing NAV client, I’m sure you would be wondering if this version is really worth the upgrade. Let’s go through what you need to know about NAV 2017:

 

  • Embedded Power BI

As many know, Power BI is a powerhouse when it comes to reporting. In case you don’t know, the app is designed for SMB management that would like detailed insights into business performance. In previous versions of NAV, the user had to view their dashboards via the Power BI app/web-client. However, in NAV 2017, You are now able to use a single app (NAV client) to view your reporting. The dashboards that you use in Power BI can now be brought directly into your role center in NAV. We’d also like to note that the integration is automatically refreshed so you can be sure you’re always viewing the latest data.

  • Cortana Intelligence

Managing your stock doesn’t have to be scary anymore. You are now able to take advantage of your historical data via the built-in Cortana Intelligence and obtain forecasts into your predicated sales. This feature provides us accurate budgets based on previous years’ trends. Anything from stock levels to sales quantities to the qty. to manufacture – you are working with the best predictions possible.

  • Office 365 Integration

One of the key elements of the NAV 2017 is the integration between NAV and Office 365. This includes a direct integration with Microsoft Dynamics CRM, as well as an Outlook add-in allowing you to synchronize master data between the two and saving you time on data entry. The Outlook add-in can be very beneficial for customers that schedule services with their customers. For example, if you have an Outlook calendar appointment for a scheduled service, you can take care of all the financial tasks related to the appointment via the add-in that would have previously been completed in the NAV app. This is done by simply creating and sending an invoice for the associated service from the calendar appointment. Yes, it is that easy! There is also now an Excel add-in that provides you the ability to view/edit NAV data in Excel. We would exhaust ourselves trying to explain all the benefits of this new add-in, so we’ll just narrow it down to one that we thought would be very popular – you can now create invoices AND allow customers to book appointments online via Bookings in Office 365. External applications for scheduling are so 2016.

  • Cancel Posted Credit Memos

You are now able to reverse credit memos that have been created to reverse invoices, ex. The ones you create when you cancel a posted invoice. This functionality was added to the posted sales and purchase credit memos.

  • Item Attributes

Customers should be able to organize and classify their products in whatever way they would like to, and now they can. This new feature introduced in NAV 2017 allows you to define and add different types of attributes to items in NAV such as, length, width, voltage, colour, etc. This also becomes handy in situations when you need to add items to sales and purchase documents. The feature allows you to filter your items based on attribute values which will ultimately limit the list of items you choose from. While this was a frequently requested modification in the past, it is now out-of-the-box functionality.

  • E-Everything

Customers can now pay your invoice online via hyperlinks to payment services, such as PayPal.

  • Item Categories

Another great new feature is the item category table now being multi-level so that you are able to define a hierarchy in the list of item categories. You are also able to use each of the item categories to define what item attributes applies to said category. Ex. When a new item is created and the item category is selected then NAV will populate the list of attributes that the item should have. This allows the user to know which attributes to enter. This provides companies a consistent set of attributes on similar items and will speed up the process of creating new items.

  • G/L Account Categories and Sub Categories

Having full control over your chart of accounts has never been easier. In NAV 2017, General Ledger accounts are able to now be categorized via the two new fields on the G/L account card; Account Category and Account Subcategory. This feature enables companies to group accounts that are used for similar postings, ex. revenue accounts can be grouped into types, such as product, service, shipping revenue accounts and thus allowing reporting to be standardized. Additionally, by using this feature and creating and mapping categories and accounts respectively, you can provide personalization to the structure of your financial statements.

  • New Extensions

You don’t have to alter the source resources to modify your NAV system anymore. The Extension Management page allows you to install/uninstall extensions easily and with only a few clicks. Some existing extensions include: PayPal integration, QuickBooks data migration, and even a sales forecast solution.

  • Purchase Order

Brand new functionality! You can now create a purchase invoice based on a sales order.

  • Item Creation

Brand new functionality! In NAV 2017, you are able to create an item automatically by using the item templates when you enter a description in the no. field on a sales document that does not exists in the item list.

  • Smart notifications

This is likely the top feature of NAV 2017. It allows you the ability to send notifications on the page in NAV that the user is currently viewing. The notifications appear in the new notification area at the top of the user’s screen and can be linked to more details if necessary. In previous versions of NAV, a pop-up message would appear with every single change of a sales order, but now the notification does not interrupt the user. This can be a highly coveted feature for companies that require credit limit warnings or other important customer notes.

 

NAV 2017 Notable Improvements:

 

  • Payment Reconciliation

Now you can see the total amount in the payment reconciliation journal and closely scrutinize the numbers while seeing transactions that have not been applied or reconciled.

  • Jobs

Manage projects stress-free by gaining more visibility into the details. A project manager field has been added on the job card and the Project Manager role center now shows information specific to the jobs the user is currently managing via My Jobs.

  • Fixed Assets

NAV 2017 has enhanced fixed assets with a couple of notable improvements. The new standard setup was introduced which makes it easier than ever to create new Fixed Assets. Also not to be forgotten are the journal features allowing you to post F/A purchase transactions.

 

We still have more features, but we think that this is a good place to start if you had any doubts about whether or not to upgrade to NAV 2017. Give us a call at 1-888-405-8676 or via the contact form below if you’re interested in viewing a demo or learning more about the newest version of NAV.

 

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Technical Support vs. Consulting

At Omni Logic, it is important to us that we assist our clients with technical concerns that may arise. Therefore, we try our best to provide top notch support to our clients in an effective and timely manner. In order for us to achieve this, we require a thorough description of the issue the client is experiencing and a screen shot of any errors.

Technical Support vs Consultation?

There is a fine line between what is a support question versus what is a consulting question and whether the requests are billable.

What is considered technical support?

Some topics that are considered to be a technical support issues are:

  • Questions regarding software compatibility and hardware requirements
  • Issues regarding NAV installation and configuration
  • NAV or associated add-ons error messages.

OLS will exercise discretion when a request is received and notify the client if their request is a billable service and await client approval before resolving the issue.

What is considered a consultation?

 Questions regarding NAV data or design generally require more time and resources to resolve and are typically considered a billable consultation. These are outside the scope of technical support as they are not related to the technical software issues but rather related to training and consulting.

Examples of Billable Consultations are:

  • Questions on how to modify the application and add-ons to meet specific business needs
  • Questions about where to find data
  • Requests to build reports or dashboards
  • Performance tuning of execution packages
  • Training or instructing end users

If you are unsure if your inquiry is a technical issue or a consultation and whether it is billable or not, we still encourage you to submit a support ticket or send off an email to Ajla who will be able to address whether this is required to be billed.